See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,820 | $105,181+101.4% | $159,436+32.9% | $85,850+146.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 13.48% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $28,376 | $3,318+755.1% | $4,829+487.6% | $2,565+1006.2% |
| Participant deferral / active EE | $4,941 | $5,945-16.9% | $7,352-32.8% | $3,952+25.0% |
| Admin fee / account holder | $3,031 | $6,933-56.3% | $10,799-71.9% | $6,260-51.6% |